Neal is a self -employed financial advisor who has been in the financial business for 25 years. He joined his current broker dealer; Harbour Investments Inc. in 2013. He has offices in Charlotte and Hastings MI. He serves on the Executive Committee for the Eaton County Republicans as well as a delegate to the Republican Seventh Congressional District. Neal has been married to his wife Jeana for thirty three years, and they currently work together in their investment and insurance business. They have two grown sons; A.J. and Luke (MaryBeth) and two wonderful grandchildren. Neal is a 1983 graduate of Ohio Northern University and a former Distinguished President of the Charlotte Kiwanis Club. Neal is also a Chamber Member, Local’s in Business Member and a member of the Hasting’s Kiwanis Club. He enjoys hunting, golfing and spending time with the family.
Jeana has been helping Neal build their investment and insurance business since 2013. She works in their Charlotte office. Jeana is currently the Vice-President of the Charlotte Chamber of Commerce as well as serves on the board for the Greater Federation of Women Charlotte. She is a 1982 graduate of Ohio Northern University and has a Masters of Education degree from Michigan State University. She enjoys spending time with the family and reading when there is time.
A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.